Broker Check
19 March
Legacy for your Heirs and Charities

Organizer

Robert Johns Director of Marketing Robert@RosenthalWealthManagement.com

Presenter

Larry Rosenthal / JIm Samuels

Description

Join us as “Making Money Sense” radio host, Larry Rosenthal, and Jim Samuel, founder of DCS Financial, host a special evening event for you and your guests. This session focuses on Legacy Planning - going from taxable to tax-free and enhancing your estate for heirs and charities. Additionally, they will cover timely economic issues as well as specific financial sectors potentially impacting your portfolio. The program is 90 minutes and light refreshments will be served.

Date and Time

Tue, Mar 19, 2019

6:30p - 8:00p EST

Location

Turf Valley Resort, Ellicott City, MD

Ellicott City,
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